Simon's reviews
Reviewed for
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 2 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 14 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
Repeat review
by a verified client in Wiltshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Bishop helped you since your last review?
Assisted with financial planning for house purchase.
Simon:
Thank you for taking the time to leave me a review and for trusting me with your financial planning. If you need further guidance, please don't hesitate to get in touch. Kind regards Simon BishopRepeat review
by a verified client in Nottinghamshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Bishop helped you since your last review?
Sorting out additional pension
Simon:
Thank you for taking the time to leave me a review and for trusting me with your financial planning. If you need further guidance, please don't hesitate to get in touch. Kind regards Simon BishopRepeat review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Bishop helped you since your last review?
Simon is always available to answer questions and provide reassurance. He has helped us plan further for retirement and provided excellent support in investing money.
Simon:
Thank you for taking the time to leave me a review and for trusting me with your financial planning. If you need further guidance, please don't hesitate to get in touch. Kind regards Simon BishopRepeat review
by a verified client in Monmouthshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Bishop helped you since your last review?
In the background managing my finances with utmost professionalism.
Simon:
Thank you for taking the time to leave me a review and for trusting me with your financial planning. If you need further guidance, please don't hesitate to get in touch. Kind regards Simon BishopRepeat review
by a verified client in South Yorkshire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Bishop helped you since your last review?
Provided overview of current investments and ISA
Simon:
Thank you for taking the time to leave me a review and for trusting me with your financial planning. If you need further guidance, please don't hesitate to get in touch. Kind regards Simon Bishop